Client Services Representative

Interactive Brokers

Full-time Information and Record Clerks
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Location
Mumbai, Maharashtra, India
Posted
June 02, 2026

Job Description

Responsibilities

:

Interactive Brokers seeks high-level, serious individuals with a financial services industry background and a professional demeanour suitable for interaction with an experienced and active clientele base. The ideal candidate will have a strong math and technical aptitude, the ability to troubleshoot and explain complex subjects, and the capacity to identify opportunities for technology-based improvements.

  • Respond to retail and professional clients' inquiries via inbound calls, email and online chat
  • Obtain a thorough knowledge of products offered by IB on various global exchanges
  • Assist clients with opening and funding accounts
  • Show clients how to use different features of the Trader Workstation
  • Explain margin requirements to clients
  • Investigate trade issues and order executions
  • Knowledge of securities regulations impact on customers

    • Qualifications:

  • Experience: 2 years in tr...

    • Job Details

    • Job Type
      Full-time
    • Category
      Information and Record Clerks
    • Date Posted
      June 02, 2026
    • Application Deadline
      July 12, 2026